Sica Fletcher

JULY 2, 2024

For agency owners looking to sell their business in 2024, it’s helpful to know something about the insurance M&A buyer landscape before going in. The following section details the insurance M&A buyer landscape as of Q3 2024. To provide a sense of context for buyers’ current standing, we also include information from 2023.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

MAY 15, 2024

This article breaks down the question, “how much is my insurance agency worth” in further detail, but the table below provides a surface-level overview based on varying degrees of revenue and operating expense: How Much Is My Insurance Agency Worth: A Breakdown Answering the question, “how much is my insurance agency worth?”

Insurance 52

Insurance S&P M&A Valuation 52

Sica Fletcher

APRIL 2, 2024

The following report examines the health and outlook for insurance M&A deals in 2024. We base this research on several key findings in our proprietary SF database, which observes and records data from the top ~400 insurance M&A buyers. Agency vs. Company: Which Is The Better Insurance M&A Deal?

Insurance 52

Insurance M&A S&P Broker 52

Sica Fletcher

JULY 31, 2024

The 2024 insurance M&A market has changed substantially from just a few years ago, with potentially staggering implications for the future of insurance M&A transactions. Insurance M&A Transactions in 2024 The insurance M&A transactions we have observed thus far in 2024 indicate larger trends in the sector.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

JUNE 20, 2024

The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 52

Sica Fletcher

MARCH 26, 2024

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. We also include some key insights we’ve gathered over several decades of selling insurance agencies. and EBITDA gives buyers a better sense of the agency's future profitability.

M&A 52

M&A Insurance Valuation Advisory 52

Razorpay

AUGUST 20, 2023

They are set for a specific span of time and might impact profitability if not managed well. Some of the common fixed costs are employee salaries, interest, rent, insurance, lease, insurance, utility payments, phone service, advertising costs, amortization, and more. The other side of fixed costs is variable costs.

Business 52

Business Profitability Sale Utilities 52

How2Exit

MAY 8, 2023

-Ron Concept 1: Explore Business Acquisitions and Mergers Business acquisitions and mergers are an increasingly popular way for entrepreneurs to grow their businesses and increase their profits. Once the evaluation is complete, the buyer and seller must then negotiate the terms of the transaction.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Profitability Business 130

Sica Fletcher

OCTOBER 23, 2024

It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. How much higher, however, depends on the marketing process, due diligence, and negotiations as handled by your M&A advisor. Determine Valuation Methodology There are three traditional valuation methods for RIAs.

Valuation 52

Valuation M&A Insurance Advisory 52

Lake Country Advisors

JULY 25, 2024

Analyze the company’s income, balance sheets, and cash flow statements to get an overview of its performance, profitability, and financial stability over time. Review insurance coverage. The report will keep your key stakeholders informed and guide negotiations. Negotiate the terms and conditions.

Business 104

Business Mergers and Acquisitions Negotiation Risk Assessment 104

Lake Country Advisors

AUGUST 9, 2024

Buyers will look for consistent revenue growth, healthy profit margins, and a solid balance sheet. Buyers who see a well-documented financial history are more likely to feel confident in your business’s stability and profitability. This trust is crucial in negotiations and can lead to a smoother and more prosperous sale process.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

Software Equity Group

FEBRUARY 26, 2024

During negotiations and discussions with advisors or potential buyers, an understanding of key financial and operational metrics is crucial. GPM: Gross Profit Margin or Gross Margin Gross profit margin looks at gross profit as a percentage of total revenue and is the amount available to pay operating expenses and reinvest into the business.

Discounted Cash Flow 52

Discounted Cash Flow M&A Profitability S&P 52

How2Exit

MARCH 24, 2023

To do this, he obtained his insurance and securities licenses and started helping developers raise money. He realized that if he could buy enough companies, he could exit several of them a year and receive a large amount of profit in one go. He wanted to be able to invest in larger projects and help developers raise money.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Wall Street Mojo

JANUARY 14, 2024

Healthcare costs are generally high, and even those with insurance can face unexpected bills or gaps in coverage, leading to debt. It is important to note that all kinds of medical costs are not covered by health insurance. Also, insurance premiums for patients with debt problems are usually high. What Happens If Left Unpaid?

Debt 52

Debt Medical Healthcare Insurance 52

IBG

SEPTEMBER 11, 2024

The emphasis here is on profit “add-backs” – i.e., discretionary or peculiar expenditures that can be added back to the profits of the business. The emphasis here is on profit “add-backs” – i.e., discretionary or peculiar expenditures that can be added back to the profits of the business.

Sale 52

Sale Business Financial Statement Profitability 52

Sun Acquisitions

NOVEMBER 29, 2022

Whatever your motivation for selling, we’re sure you want a seamless transition in which you walk away with a decent profit from the sale. Future profit margins. This way, you’ll be able to fully justify your asking price and walk away knowing that you negotiated from an informed point of view. Client base.

Business 52

Business Valuation Broker Book-building 52

Wizenius

MARCH 25, 2023

In other words, Adjusted EBITDA is used to illustrate the true underlying profitability of the business. The company made a provision for this amount, which was later added back to EBITDA during negotiations with potential buyers of BP assets. BP: In 2010, BP had to pay $20 billion for the 2010 Deepwater Horizon oil spill.

Insurance 52

Insurance IT Investment Shares 52

Sun Acquisitions

MARCH 29, 2024

Negotiate favorable terms that align with your business’s cash flow and profitability. A well-thought-out growth strategy can enhance the business’s profitability and, consequently, your ability to meet the financing terms. This could involve risk insurance, contingency plans, or renegotiating the financing terms.

Mergers and Acquisitions 64

Mergers and Acquisitions Finance Finance Acquisitions 64

Focus Investment Banking

SEPTEMBER 4, 2024

PE refers to a form of investment where institutional investors—such as pension funds, mutual funds, and insurance companies—as well as wealthy individuals, provide capital to PE firms. These firms then acquire, grow, and eventually sell companies at a profit to generate returns. are all on the table to be negotiated.

Business 52

Business M&A Private Equity Investors 52

Focus Investment Banking

JUNE 13, 2023

That’s a situation ideal for private equity, which thrives on opportunities for consolidating far- flung businesses in order to create economies of scale to increase efficiencies, reduce costs, boost profitability and enhance the value of the enterprise.

Private Equity 52

Private Equity Equities Healthcare Medical 52

Sun Acquisitions

JANUARY 17, 2023

As a seller, brokers have the expertise and experience to help you find potential buyers, negotiate terms of the sale, and handle all the various paperwork that’s involved. A shrewd business broker will be able to facilitate negotiations if a strategic buyer is identified. 3. Sell to a Financial Buyer. 4. Sell to your Employees.

Healthcare 52

Healthcare Business Broker Private Equity 52

How2Exit

JUNE 12, 2023

Ad backs refer to expenses that are added back to the business's profits to make it appear more profitable than it actually is. While some ad backs are straightforward, such as personal health insurance costs, others can be more difficult to navigate.

Business 130

Business Investment Profitability Risk Assessment 130

Sun Acquisitions

MARCH 8, 2022

Enterprise Insurance Policies. Internal Profit & Loss Statements (dating back two to three years). They are verifying the claims made in the initial negotiation stages. Business’ Professional Certificates. Existing Vendor/Client Contracts. Employment Agreements. Letter of Intent. Post-Closing Agreement.

Business 98

Business M&A Finance Finance 98

Software Equity Group

MARCH 26, 2024

And it typically boils down to a few common elements that successful SaaS companies do particularly well: High-quality SaaS companies feature predictable, recurring revenues, solid unit economics , and high gross margin and gross profit rates.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Wall Street Mojo

JANUARY 16, 2024

It is obvious that a very high cost of labor will affect the profitability of the business. The company has to bear the cost of insurance policy related expenses, and they are often given various healthcare benefits and short-term disability benefits as direct cost of labor. Therefore, it is necessary that it should be under control.

Financial Modeling 52

Financial Modeling Financial Models Manufacturing Management 52

RKJ Partners

AUGUST 6, 2017

This insures that you will not need to start the process over again should negotiations terminate for any reason with a lead acquirer. Should sellers negotiate with more than one buyer simultaneously? Working with an investment banker better enables a seller to actively negotiate with numerous buyers independently.

M&A 40

M&A Sale Negotiation Investment Banking 40

Sun Acquisitions

JUNE 22, 2022

Years of trying to stay afloat, grow the business, and maintain a healthy profit is taxing and eventually many owners succumb to burnout. If you would like help to prepare your pitch and negotiate with buyers, our seasoned team of M&A brokers is ready to help. Entrepreneurs are generally more stressed than workers (45% vs. 42%).

Business 52

Business Broker Mergers and Acquisitions M&A 52

Sun Acquisitions

JUNE 15, 2022

This in turn allows you to price correctly, negotiate confidently, and settle on a just amount. Knowing the current fair market value of the business also gives you leverage to improve its profitability before listing. Check out these links: Mitigating Post-Closing Risks Through The Rep and Warranty Insurance.

Business 52

Business Valuation Mergers and Acquisitions M&A 52

Sun Acquisitions

JUNE 15, 2022

The worst rationale you can give for selling is because the business is no longer profitable and it is in distress. They will assist with negotiating the best deal for you as well. Check out these links: Mitigating Post-Closing Risks Through The Rep and Warranty Insurance. Divorce, illness, or death.

Business 52

Business Broker M&A Sale 52

Cooley M&A

AUGUST 30, 2019

Call it a compromise, call it delayed gratification, but do not call it simple: earn-out payments often give rise to disputes because the interpretation of what qualifies as the achievement of previously negotiated milestones can differ wildly once viewed through the muddied lens of time. In Windy City Investments Holdings, LLC v.

Valuation 40

Valuation Mergers Advisory Insurance 40

IBG

JANUARY 31, 2023

It is very common for problems and issues to pop up during due diligence, so it’s important to stay proactive and be open to negotiation until the deal is finalized.” It shows a buyer the business’s true profitability by adjusting EBITDA to reflect any non-recurring revenues and expenses.

Sale 52

Sale Business M&A Mergers and Acquisitions 52

InvestmentBank.com

OCTOBER 24, 2019

With larger physician networks and access to specialist’s hospitals also gain negotiating leverage with insurers and can participate in alternative payment models, such as capitated and bundled payments, through vertical integration. Christopher Majdi, Director of Valuation & FMV Services at Premier, Inc.

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

Devensoft

JUNE 1, 2023

By following these guidelines, businesses can make informed decisions, negotiate favorable terms, and mitigate risks to maximize the value of their M&A transactions. It helps the acquiring company to make informed decisions and negotiate the deal’s terms and conditions. Don’t have time to read it now?

Economics 98

Economics M&A Management Financial Statement 98

What's Market

SEPTEMBER 19, 2022

Market Trends: What You Need to Know “Sandbagging” concepts are often the subject of intense negotiation in M&A transactions. does a passing comment by the company's president about an employment issue as the buyer's team is rushing to grab a taxi after a full day's negotiation impart knowledge of that issue?

M&A 52

M&A Mergers and Acquisitions IT Insurance 52

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Sharing risks across entities can lead to reduced insurance premiums and improved financial resilience.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

GillAgency

FEBRUARY 10, 2022

They may exclude some assets and/or liabilities based on mutual negotiations. Remember, everything is negotiable up to the point of accepting or rejecting the deal. However, there are many times where we have been successful in negotiating a non-exclusive LOI with a buyer. You will be entitled to interest.

Business 52

Business Sale Broker IT 52

Sun Acquisitions

NOVEMBER 23, 2022

From deciding the value of the business to determining the best business broker to hire, every detail of the selling process must be examined to ensure that the transition is smooth and produces a maximum profit for its seller. Is it due to a lack of profit? Determine the Reason for Selling the Data Business. Are you looking to retire?

Business 52

Business IT Broker Profitability 52